The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 31,903,556 197,045 SH SOLE 197,045 0 0
ABBOTT LABORATORIES COM 002824100 60,791,626 669,954 SH SOLE 669,954 0 0
ABBVIE INC COM 00287Y109 136,697,139 543,225 SH SOLE 543,225 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 40,074,408 322,038 SH SOLE 322,038 0 0
ADOBE INC COM 00724F101 44,793,999 218,486 SH SOLE 218,486 0 0
ADVANCED MICRO DEVICES INC COM 007903107 254,806,296 438,633 SH SOLE 438,633 0 0
AECOM COM 00766T100 9,772 140 SH SOLE 140 0 0
AERCAP HOLDINGS NV SHS N00985106 5,232,190 35,891 SH SOLE 35,891 0 0
AFFIRM HLDGS INC COM CL A 00827B106 7,498,523 91,950 SH SOLE 91,950 0 0
AFLAC INC COM 001055102 20,638,815 176,024 SH SOLE 176,024 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 14,010,112 105,474 SH SOLE 105,474 0 0
AIRBNB INC COM CL A 009066101 18,867,735 131,850 SH SOLE 131,850 0 0
ALBEMARLE CORP COM 012653101 7,156,590 53,000 SH SOLE 53,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 52,850 1,000 SH SOLE 1,000 0 0
ALLEGION PLC ORD SHS G0176J109 5,996,395 42,682 SH SOLE 42,682 0 0
ALLIANT ENERGY CORP COM 018802108 1,838,589 24,100 SH SOLE 24,100 0 0
ALLSTATE CORP COM 020002101 28,013,390 117,733 SH SOLE 117,733 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 20,164,494 66,985 SH SOLE 66,985 0 0
ALPHABET INC CAP STK CL C 02079K107 467,820,226 1,324,032 SH SOLE 1,324,032 0 0
ALPHABET INC CAP STK CL A 02079K305 585,169,788 1,637,434 SH SOLE 1,637,434 0 0
AMAZON COM INC COM 023135106 599,276,137 2,514,375 SH SOLE 2,514,375 0 0
AMCOR PLC COM NEW G0250X149 1,935,144 44,640 SH SOLE 44,640 0 0
AMEREN CORP COM 023608102 2,582,964 22,850 SH SOLE 22,850 0 0
AMERICAN ELEC PWR CO INC COM 025537101 7,435,624 54,350 SH SOLE 54,350 0 0
AMERICAN EXPRESS CO COM 025816109 68,926,217 203,773 SH SOLE 203,773 0 0
AMERICAN FINANCIAL GROUP INC COM 025932104 339,914 2,429 SH SOLE 2,429 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 355,312 10,600 SH SOLE 10,600 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 13,243,013 177,687 SH SOLE 177,687 0 0
AMERICAN TOWER CORP COM 03027X100 20,926,165 127,934 SH SOLE 127,934 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 15,752,100 119,715 SH SOLE 119,715 0 0
AMERIPRISE FINL INC COM 03076C106 16,162,573 35,231 SH SOLE 35,231 0 0
AMETEK INC COM 031100100 11,800,139 48,773 SH SOLE 48,773 0 0
AMGEN INC COM 031162100 64,081,479 176,962 SH SOLE 176,962 0 0
AMPHENOL CORP CL A 032095101 118,405,756 671,539 SH SOLE 671,539 0 0
AMRIZE LTD SHS H2927K103 1,417,780 26,600 SH SOLE 26,600 0 0
ANALOG DEVICES INC COM 032654105 53,421,748 134,506 SH SOLE 134,506 0 0
ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839 6,561,564 293,451 SH SOLE 293,451 0 0
AON PLC SHS CL A G0403H108 40,129,514 120,985 SH SOLE 120,985 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 16,334,470 138,065 SH SOLE 138,065 0 0
APPLE INC COM 037833100 1,200,036,106 4,147,208 SH SOLE 4,147,208 0 0
APPLIED MATLS INC COM 038222105 272,352,654 376,698 SH SOLE 376,698 0 0
APPLOVIN CORP COM CL A 03831W108 49,142,638 95,380 SH SOLE 95,380 0 0
APTIV PLC COM SHS G3265R107 15,456,036 251,809 SH SOLE 251,809 0 0
ARCH CAP GROUP LTD ORD G0450A105 29,768,302 306,700 SH SOLE 306,700 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 8,701,425 113,893 SH SOLE 113,893 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 6,088,657 54,700 SH SOLE 54,700 0 0
ARISTA NETWORKS INC COM SHS 040413205 78,218,528 460,434 SH SOLE 460,434 0 0
AST SPACEMOBILE INC COM CL A 00217D100 5,500,434 61,900 SH SOLE 61,900 0 0
ASTERA LABS INC COM 04626A103 21,035,521 43,550 SH SOLE 43,550 0 0
AT&T INC COM 00206R102 72,061,254 3,481,220 SH SOLE 3,481,220 0 0
ATLASSIAN CORPORATION CL A 049468101 4,822,980 62,000 SH SOLE 62,000 0 0
AUTODESK INC COM 052769106 23,824,615 122,542 SH SOLE 122,542 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 41,602,745 185,768 SH SOLE 185,768 0 0
AUTOZONE INC COM 053332102 39,290,887 12,294 SH SOLE 12,294 0 0
AVALONBAY CMNTYS INC COM 053484101 7,910,074 41,921 SH SOLE 41,921 0 0
AVERY DENNISON CORP COM 053611109 2,435,250 15,000 SH SOLE 15,000 0 0
AXON ENTERPRISE INC COM 05464C101 11,503,717 20,520 SH SOLE 20,520 0 0
BAKER HUGHES COMPANY CL A 05722G100 78,392,641 1,412,480 SH SOLE 1,412,480 0 0
BALL CORP COM 058498106 2,467,920 39,550 SH SOLE 39,550 0 0
BANK AMERICA CORP COM 060505104 98,605,599 1,730,530 SH SOLE 1,730,530 0 0
BANK NEW YORK MELLON CORP COM 064058100 23,922,398 165,427 SH SOLE 165,427 0 0
BAXTER INTL INC COM 071813109 6,396 300 SH SOLE 300 0 0
BECTON DICKINSON & CO COM 075887109 10,891,371 71,971 SH SOLE 71,971 0 0
BENTLEY SYS INC COM CL B 08265T208 33,626 1,125 SH SOLE 1,125 0 0
BERKLEY W R CORP COM 084423102 18,987,946 269,218 SH SOLE 269,218 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 206,427,888 412,534 SH SOLE 412,534 0 0
BEST BUY INC COM 086516101 4,763,140 62,772 SH SOLE 62,772 0 0
BIOGEN INC COM 09062X103 8,513,413 39,403 SH SOLE 39,403 0 0
BLACKROCK INC COM 09290D101 36,485,433 37,944 SH SOLE 37,944 0 0
BLACKSTONE INC COM 09260D107 22,936,472 194,922 SH SOLE 194,922 0 0
BLOCK INC CL A 852234103 11,492,948 151,223 SH SOLE 151,223 0 0
BLOOM ENERGY CORP COM CL A 093712107 25,154,370 83,100 SH SOLE 83,100 0 0
BOOKING HOLDINGS INC COM 09857L108 38,783,242 217,590 SH SOLE 217,590 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 40,285 664 SH SOLE 664 0 0
BOSTON SCIENTIFIC CORP COM 101137107 19,981,496 468,170 SH SOLE 468,170 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 57,228,530 993,206 SH SOLE 993,206 0 0
BROADCOM INC COM 11135F101 521,250,804 1,379,883 SH SOLE 1,379,883 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 10,455,037 76,342 SH SOLE 76,342 0 0
BROWN & BROWN INC COM 115236101 9,968,461 155,393 SH SOLE 155,393 0 0
BROWN FORMAN CORP CL B 115637209 1,359 51 SH SOLE 51 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 786,261 8,787 SH SOLE 8,787 0 0
BUNGE GLOBAL SA COM SHS H11356104 518,068 4,854 SH SOLE 4,854 0 0
BURLINGTON STORES INC COM 122017106 6,140,218 19,382 SH SOLE 19,382 0 0
BXP INC COM 101121101 34,150 515 SH SOLE 515 0 0
C H ROBINSON WORLDWIDE IN COM NEW 12541W209 508,518 2,700 SH SOLE 2,700 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 42,577,427 113,443 SH SOLE 113,443 0 0
CAPITAL ONE FINL CORP COM 14040H105 33,487,089 166,918 SH SOLE 166,918 0 0
CARDINAL HEALTH INC COM 14149Y108 25,608,967 107,800 SH SOLE 107,800 0 0
CARLISLE COS INC COM 142339100 7,712,066 21,260 SH SOLE 21,260 0 0
CARLYLE GROUP INC COM 14316J108 3,151,345 74,836 SH SOLE 74,836 0 0
CARNIVAL CORP COMMON STOCK G2004J103 8,702,422 304,600 SH SOLE 304,600 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 14,768,216 201,339 SH SOLE 201,339 0 0
CARVANA CO CL A 146869102 10,633,221 161,550 SH SOLE 161,550 0 0
CASEYS GEN STORES INC COM 147528103 3,719,616 4,680 SH SOLE 4,680 0 0
CATERPILLAR INC COM 149123101 186,446,952 175,084 SH SOLE 175,084 0 0
CBOE GLOBAL MKTS INC COM 12503M108 36,168,022 149,042 SH SOLE 149,042 0 0
CBRE GROUP INC CL A 12504L109 8,992,847 66,767 SH SOLE 66,767 0 0
CDW CORP COM 12514G108 5,914,053 42,051 SH SOLE 42,051 0 0
CENCORA INC COM 03073E105 52,864,060 186,812 SH SOLE 186,812 0 0
CENTENE CORP DEL COM 15135B101 8,037,230 125,210 SH SOLE 125,210 0 0
CENTERPOINT ENERGY INC COM 15189T107 2,706,258 61,450 SH SOLE 61,450 0 0
CHARTER COMMUNICATIONS INC CL A 16119P108 3,036,041 21,349 SH SOLE 21,349 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 18,525,321 140,952 SH SOLE 140,952 0 0
CHENIERE ENERGY INC COM NEW 16411R208 40,364,009 168,880 SH SOLE 168,880 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 17,595,000 517,500 SH SOLE 517,500 0 0
CHUBB LTD SWITZ COM H1467J104 76,954,766 225,846 SH SOLE 225,846 0 0
CHURCH & DWIGHT CO INC COM 171340102 26,471,781 273,243 SH SOLE 273,243 0 0
CIENA CORP COM NEW 171779309 24,837,053 50,630 SH SOLE 50,630 0 0
CINCINNATI FINL CORP COM 172062101 11,963,376 64,618 SH SOLE 64,618 0 0
CINTAS CORP COM 172908105 22,471,990 132,126 SH SOLE 132,126 0 0
CIRCLE INTERNET GROUP INC COM CL A 172573107 2,824,613 45,100 SH SOLE 45,100 0 0
CIRRUS LOGIC INC COM 172755100 891,180 6,000 SH SOLE 6,000 0 0
CISCO SYS INC COM 17275R102 235,262,631 2,002,917 SH SOLE 2,002,917 0 0
CITIGROUP INC COM NEW 172967424 62,903,762 449,441 SH SOLE 449,441 0 0
CITIZENS FINL GROUP INC COM 174610105 10,060,931 143,584 SH SOLE 143,584 0 0
CLOROX CO DEL COM 189054109 2,322,055 24,330 SH SOLE 24,330 0 0
CLOUDFLARE INC CL A COM 18915M107 30,262,156 123,378 SH SOLE 123,378 0 0
CME GROUP INC COM 12572Q105 62,827,681 284,507 SH SOLE 284,507 0 0
CMS ENERGY CORP COM 125896100 1,943,100 25,400 SH SOLE 25,400 0 0
CNH INDL N V SHS N20944109 3,231,242 287,733 SH SOLE 287,733 0 0
COCA COLA CO COM 191216100 162,008,170 1,993,456 SH SOLE 1,993,456 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 6,643,448 66,388 SH SOLE 66,388 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 12,412,927 320,499 SH SOLE 320,499 0 0
COHERENT CORP COM 19247G107 18,926,671 47,980 SH SOLE 47,980 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 7,596,032 51,960 SH SOLE 51,960 0 0
COLGATE PALMOLIVE CO COM 194162103 50,362,024 549,324 SH SOLE 549,324 0 0
COMCAST CORP NEW CL A 20030N101 24,825,328 1,011,215 SH SOLE 1,011,215 0 0
COMFORT SYS USA INC COM 199908104 30,819,324 15,550 SH SOLE 15,550 0 0
CONSOLIDATED EDISON INC COM 209115104 4,148,625 37,500 SH SOLE 37,500 0 0
CONSTELLATION BRANDS INC CL A 21036P108 4,541,149 32,649 SH SOLE 32,649 0 0
CONSTELLATION ENERGY CORP COM 21037T109 17,625,328 70,964 SH SOLE 70,964 0 0
COOPER COS INC COM 216648501 3,665,815 51,120 SH SOLE 51,120 0 0
COPART INC COM 217204106 10,113,332 358,756 SH SOLE 358,756 0 0
COREBRIDGE FINL INC COM 21871X109 2,237,693 78,159 SH SOLE 78,159 0 0
COREWEAVE INC COM CL A 21873S108 8,739,612 87,800 SH SOLE 87,800 0 0
CORNING INC COM 219350105 71,461,907 279,771 SH SOLE 279,771 0 0
CORPAY INC COM SHS 219948106 7,882,502 23,652 SH SOLE 23,652 0 0
CORTEVA INC COM 22052L104 28,223,028 333,251 SH SOLE 333,251 0 0
COSTAR GROUP INC COM 22160N109 3,740,222 132,070 SH SOLE 132,070 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 165,546,384 176,966 SH SOLE 176,966 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 18,750,953 68,950 SH SOLE 68,950 0 0
CRH PLC ORD G25508105 10,836,639 101,277 SH SOLE 101,277 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 54,546,958 71,477 SH SOLE 71,477 0 0
CROWN CASTLE INC COM 22822V101 9,786,210 129,225 SH SOLE 129,225 0 0
CROWN HLDGS INC COM 228368106 9,504,700 85,000 SH SOLE 85,000 0 0
CSX CORP COM 126408103 26,682,914 561,391 SH SOLE 561,391 0 0
CUMMINS INC COM 231021106 37,832,225 53,045 SH SOLE 53,045 0 0
CURTISS WRIGHT CORP COM 231561101 12,518,195 16,520 SH SOLE 16,520 0 0
CVS HEALTH CORP COM 126650100 35,731,630 345,400 SH SOLE 345,400 0 0
D R HORTON INC COM 23331A109 14,494,366 88,988 SH SOLE 88,988 0 0
DANAHER CORP DEL COM 235851102 30,787,853 161,633 SH SOLE 161,633 0 0
DARDEN RESTAURANTS INC COM 237194105 8,776,645 42,603 SH SOLE 42,603 0 0
DATADOG INC CL A COM 23804L103 20,818,646 79,961 SH SOLE 79,961 0 0
DECKERS OUTDOOR CORP COM 243537107 9,020,497 90,850 SH SOLE 90,850 0 0
DEERE & CO COM 244199105 37,296,067 58,796 SH SOLE 58,796 0 0
DELL TECHNOLOGIES INC CL C 24703L202 32,793,549 76,006 SH SOLE 76,006 0 0
DELTA AIR LINES INC COM NEW 247361702 4,683 50 SH SOLE 50 0 0
DEXCOM INC COM 252131107 10,950,706 162,594 SH SOLE 162,594 0 0
DICKS SPORTING GOODS INC COM 253393102 4,887,756 21,550 SH SOLE 21,550 0 0
DIGITAL RLTY TR INC COM 253868103 15,725,820 87,570 SH SOLE 87,570 0 0
DISNEY WALT CO COM 254687106 43,822,626 455,300 SH SOLE 455,300 0 0
DOCUSIGN INC COM 256163106 160,534 3,614 SH SOLE 3,614 0 0
DOLLAR GEN CORP COM 256677105 9,206,959 79,984 SH SOLE 79,984 0 0
DOLLAR TREE INC COM 256746108 8,241,171 68,137 SH SOLE 68,137 0 0
DOMINION ENERGY INC COM 25746U109 37,499,200 549,117 SH SOLE 549,117 0 0
DOMINOS PIZZA INC COM 25754A201 2,086,195 7,047 SH SOLE 7,047 0 0
DOORDASH INC CL A 25809K105 18,100,547 98,090 SH SOLE 98,090 0 0
DOVER CORP COM 260003108 10,880,944 48,515 SH SOLE 48,515 0 0
DOW HLDGS INC COM 260557103 7,879,215 287,983 SH SOLE 287,983 0 0
DRAFTKINGS INC NEW COM CL A 26142V105 66,939 2,650 SH SOLE 2,650 0 0
DTE ENERGY CO COM 233331107 2,628,383 17,250 SH SOLE 17,250 0 0
DUPONT DE NEMOURS INC COM 26614N201 2,395,175 17,658 SH SOLE 17,658 0 0
DYNATRACE INC COM NEW 268150109 109,600 2,496 SH SOLE 2,496 0 0
EATON CORP PLC SHS G29183103 58,423,183 137,105 SH SOLE 137,105 0 0
EBAY INC. COM 278642103 15,295,670 136,874 SH SOLE 136,874 0 0
ECHOSTAR CORP CL A 278768106 4,301,469 42,379 SH SOLE 42,379 0 0
ECOLAB INC COM 278865100 37,032,562 132,919 SH SOLE 132,919 0 0
EDISON INTL COM 281020107 21,295,306 286,035 SH SOLE 286,035 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 24,092,664 266,335 SH SOLE 266,335 0 0
ELECTRONIC ARTS INC COM 285512109 30,138,625 146,989 SH SOLE 146,989 0 0
ELEVANCE HEALTH INC FORMERLY COM 036752103 39,880,372 103,122 SH SOLE 103,122 0 0
ELI LILLY & CO COM 532457108 329,149,979 274,422 SH SOLE 274,422 0 0
EMCOR GROUP INC COM 29084Q100 17,420,011 20,991 SH SOLE 20,991 0 0
EMERSON ELEC CO COM 291011104 25,110,944 175,417 SH SOLE 175,417 0 0
ENTEGRIS INC COM 29362U104 8,111,686 45,100 SH SOLE 45,100 0 0
ENTERGY CORP NEW COM 29364G103 4,692,031 40,850 SH SOLE 40,850 0 0
EQUIFAX INC COM 294429105 6,197,064 39,044 SH SOLE 39,044 0 0
EQUINIX INC COM 29444U700 27,288,728 26,179 SH SOLE 26,179 0 0
EQUITABLE HLDGS INC COM 29452E101 381,624 8,697 SH SOLE 8,697 0 0
EQUITY LIFESTYLE PROPERTIES COM 29472R108 215,198 3,339 SH SOLE 3,339 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 5,197,732 76,516 SH SOLE 76,516 0 0
ERIE INDTY CO CL A 29530P102 3,427,468 14,296 SH SOLE 14,296 0 0
ESSEX PPTY TR INC COM 297178105 5,262,617 18,048 SH SOLE 18,048 0 0
EVEREST GROUP LTD COM G3223R108 6,143,285 17,197 SH SOLE 17,197 0 0
EVERPURE INC CL A 74624M102 7,674,146 97,400 SH SOLE 97,400 0 0
EVERSOURCE ENERGY COM 30040W108 2,670,377 36,950 SH SOLE 36,950 0 0
EXELON CORP COM 30161N101 37,947,561 813,976 SH SOLE 813,976 0 0
EXPEDIA GROUP INC COM NEW 30212P303 7,953,773 31,084 SH SOLE 31,084 0 0
EXTRA SPACE STORAGE INC COM 30225T102 9,031,267 62,156 SH SOLE 62,156 0 0
F&G ANNUITIES & LIFE INC COMMON STOCK 30190A104 78,467 2,951 SH SOLE 2,951 0 0
F5 INC COM 315616102 36,038,774 86,640 SH SOLE 86,640 0 0
FAIR ISAAC CORP COM 303250104 9,020,589 7,550 SH SOLE 7,550 0 0
FASTENAL CO COM 311900104 24,513,792 510,385 SH SOLE 510,385 0 0
FEDEX CORP COM 31428X106 1,349,590 4,310 SH SOLE 4,310 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 18,691,399 78,757 SH SOLE 78,757 0 0
FIDELITY NATL FINL INC COM SHS 31620R303 5,254,520 111,419 SH SOLE 111,419 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 6,758,005 173,817 SH SOLE 173,817 0 0
FIFTH THIRD BANCORP COM 316773100 13,297,739 235,901 SH SOLE 235,901 0 0
FIRST CTZNS BANCSHARES INC D CL A 31946M103 7,501,247 3,605 SH SOLE 3,605 0 0
FIRST SOLAR INC COM 336433107 19,749,852 83,700 SH SOLE 83,700 0 0
FISERV INC COM 337738108 7,197,254 146,733 SH SOLE 146,733 0 0
FLEXTRONICS INTL LTD ORD Y2573F102 18,524,601 114,300 SH SOLE 114,300 0 0
FLUTTER ENTMT PLC SHS G3643J108 5,385,789 52,714 SH SOLE 52,714 0 0
FORD MTR CO COM 345370860 18,416,944 1,324,960 SH SOLE 1,324,960 0 0
FORTINET INC COM 34959E109 53,602,627 348,930 SH SOLE 348,930 0 0
FORTIVE CORP COM 34959J108 3,370,275 55,169 SH SOLE 55,169 0 0
FOX CORP CL A COM 35137L105 2,776,894 53,238 SH SOLE 53,238 0 0
FOX CORP CL B COM 35137L204 1,296,812 27,686 SH SOLE 27,686 0 0
FTAI AVIATION LTD SHS G3730V105 6,979,674 25,800 SH SOLE 25,800 0 0
FUTU HLDGS LTD SPON ADS CL A 36118L106 2,465,175 26,298 SH SOLE 26,298 0 0
GALLAGHER ARTHUR J & CO COM 363576109 22,202,633 96,714 SH SOLE 96,714 0 0
GAMING & LEISURE P COM 36467J108 8,337,441 187,232 SH SOLE 187,232 0 0
GARMIN LTD SHS H2906T109 14,585,194 61,401 SH SOLE 61,401 0 0
GARTNER INC COM 366651107 589,900 4,551 SH SOLE 4,551 0 0
GE AEROSPACE COM NEW 369604301 136,113,961 364,204 SH SOLE 364,204 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 5,552,420 86,743 SH SOLE 86,743 0 0
GE VERNOVA INC COM 36828A101 83,101,373 70,733 SH SOLE 70,733 0 0
GEN DIGITAL INC COM 668771108 10,260,430 412,231 SH SOLE 412,231 0 0
GENERAL MILLS INC COM 370334104 9,153,374 263,028 SH SOLE 263,028 0 0
GENERAL MTRS CO COM 37045V100 27,203,845 352,930 SH SOLE 352,930 0 0
GENUINE PARTS CO COM 372460105 3,393,340 28,762 SH SOLE 28,762 0 0
GILEAD SCIENCES INC COM 375558103 84,478,883 668,663 SH SOLE 668,663 0 0
GLOBAL PMTS INC COM 37940X102 5,214,161 71,860 SH SOLE 71,860 0 0
GODADDY INC CL A 380237107 3,649 43 SH SOLE 43 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 77,071,451 76,205 SH SOLE 76,205 0 0
GRACO INC COM 384109104 15,420,055 203,942 SH SOLE 203,942 0 0
HALLIBURTON CO COM 406216101 1,819,720 53,600 SH SOLE 53,600 0 0
HARTFORD INSURANCE GROUP INC COM 416515104 16,182,547 122,114 SH SOLE 122,114 0 0
HCA HEALTHCARE INC COM 40412C101 26,519,927 68,019 SH SOLE 68,019 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 282,480 13,200 SH SOLE 13,200 0 0
HEICO CORP NEW COM 422806109 2,155,662 6,052 SH SOLE 6,052 0 0
HEICO CORP NEW CL A 422806208 2,596,896 10,069 SH SOLE 10,069 0 0
HENRY JACK & ASSOC INC COM 426281101 13,774 100 SH SOLE 100 0 0
HERSHEY CO COM 427866108 23,145,189 131,919 SH SOLE 131,919 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 15,836,317 351,060 SH SOLE 351,060 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 17,818,403 53,920 SH SOLE 53,920 0 0
HOME DEPOT INC COM 437076102 91,612,157 259,760 SH SOLE 259,760 0 0
HORMEL FOODS CORP COM 440452100 521,220 21,000 SH SOLE 21,000 0 0
HOWMET AEROSPACE INC COM 443201108 38,797,304 144,303 SH SOLE 144,303 0 0
HP INC COM 40434L105 4,690,750 213,799 SH SOLE 213,799 0 0
HUBBELL INC COM 443510607 10,145,371 19,391 SH SOLE 19,391 0 0
HUBSPOT INC COM 443573100 712,702 3,905 SH SOLE 3,905 0 0
HUMANA INC COM 444859102 12,908,061 32,496 SH SOLE 32,496 0 0
HUNTINGTON BANCSHARES INC COM 446150104 9,218,058 519,913 SH SOLE 519,913 0 0
HYATT HOTELS CORP COM CL A 448579102 1,467,756 7,572 SH SOLE 7,572 0 0
IDEX CORP COM 45167R104 11,995,896 52,857 SH SOLE 52,857 0 0
IDEXX LABS INC COM 45168D104 20,284,786 38,532 SH SOLE 38,532 0 0
ILLINOIS TOOL WKS INC COM 452308109 26,081,963 96,432 SH SOLE 96,432 0 0
ILLUMINA INC COM 452327109 8,490,127 48,286 SH SOLE 48,286 0 0
INCYTE CORP COM 45337C102 20,401,285 179,969 SH SOLE 179,969 0 0
INGERSOLL RAND INC COM 45687V106 13,258,767 161,712 SH SOLE 161,712 0 0
INSMED INC COM PAR $.01 457669307 7,298,139 68,450 SH SOLE 68,450 0 0
INSULET CORP COM 45784P101 2,635,144 17,308 SH SOLE 17,308 0 0
INTEL CORP COM 458140100 155,217,455 1,111,634 SH SOLE 1,111,634 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 11,019,264 126,600 SH SOLE 126,600 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 21,341,857 173,356 SH SOLE 173,356 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 96,264,089 342,321 SH SOLE 342,321 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 3,090,293 39,009 SH SOLE 39,009 0 0
INTERNATIONAL PAPER CO COM 460146103 3,123,248 81,975 SH SOLE 81,975 0 0
INTUIT COM 461202103 35,642,160 136,560 SH SOLE 136,560 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 48,715,402 122,499 SH SOLE 122,499 0 0
INVITATION HOMES INC COM 46187W107 3,082,417 102,033 SH SOLE 102,033 0 0
IONQ INC COM 46222L108 5,765,715 108,256 SH SOLE 108,256 0 0
IQVIA HLDGS INC COM 46266C105 8,618,772 44,606 SH SOLE 44,606 0 0
IREN LIMITED ORDINARY SHARES Q4982L109 4,765,066 104,200 SH SOLE 104,200 0 0
IRON MTN INC DEL COM 46284V101 10,536,907 83,421 SH SOLE 83,421 0 0
ISHARES INC CORE MSCI EMKT 46434G103 345,032,162 4,165,043 SH SOLE 4,165,043 0 0
JABIL INC COM 466313103 15,054,922 39,055 SH SOLE 39,055 0 0
JACOBS SOLUTIONS INC COM 46982L108 9,475,200 75,200 SH SOLE 75,200 0 0
JOHNSON & JOHNSON COM 478160104 319,156,225 1,256,669 SH SOLE 1,256,669 0 0
JOHNSON CONTROLS INTERNATION SHS G51502105 21,900,136 149,888 SH SOLE 149,888 0 0
JPMORGAN CHASE & CO COM 46625H100 225,126,772 687,767 SH SOLE 687,767 0 0
KENVUE INC COM 49177J102 9,779,982 511,773 SH SOLE 511,773 0 0
KEURIG DR PEPPER INC COM 49271V100 21,221,773 648,389 SH SOLE 648,389 0 0
KEYCORP COM 493267108 3,858,870 167,413 SH SOLE 167,413 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 18,297,809 52,269 SH SOLE 52,269 0 0
KIMBERLY-CLARK CORP COM 494368103 10,285,010 93,696 SH SOLE 93,696 0 0
KIMCO REALTY CORP COM 49446R109 8,399,926 331,358 SH SOLE 331,358 0 0
KKR & CO INC COM 48251W104 14,654,971 159,675 SH SOLE 159,675 0 0
KLA CORP COM NEW 482480100 167,234,835 554,290 SH SOLE 554,290 0 0
KRAFT HEINZ CO COM 500754106 5,170,678 218,911 SH SOLE 218,911 0 0
KROGER CO COM 501044101 33,092,159 595,933 SH SOLE 595,933 0 0
LABCORP HOLDINGS INC COM SHS 504922105 7,139,160 25,497 SH SOLE 25,497 0 0
LAM RESEARCH CORP COM NEW 512807306 246,135,773 568,010 SH SOLE 568,010 0 0
LAS VEGAS SANDS CORP COM 517834107 4,993,740 108,113 SH SOLE 108,113 0 0
LAUDER ESTEE COS INC CL A 518439104 5,228,622 66,227 SH SOLE 66,227 0 0
LAUREATE ED INC COMMON STOCK 518613203 1,634,400 45,000 SH SOLE 45,000 0 0
LENNAR CORP CL A 526057104 4,202,808 46,445 SH SOLE 46,445 0 0
LENNOX INTL INC COM 526107107 5,153,113 8,994 SH SOLE 8,994 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 21,120,794 221,997 SH SOLE 221,997 0 0
LINDE PLC SHS G54950103 104,621,937 201,607 SH SOLE 201,607 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 7,524,722 41,094 SH SOLE 41,094 0 0
LOEWS CORP COM 540424108 14,568,429 128,685 SH SOLE 128,685 0 0
LOWES COS INC COM 548661107 33,500,149 151,935 SH SOLE 151,935 0 0
LPL FINL HLDGS INC COM 50212V100 6,174,426 21,920 SH SOLE 21,920 0 0
LULULEMON ATHLETICA INC COM 550021109 4,932,576 43,200 SH SOLE 43,200 0 0
LUMENTUM HLDGS INC COM 55024U109 16,903,782 19,700 SH SOLE 19,700 0 0
LYONDELLBASELL INDUSTRIES NV SHS - A - N53745100 6,323,265 120,100 SH SOLE 120,100 0 0
M & T BK CORP COM 55261F104 9,183,616 38,585 SH SOLE 38,585 0 0
MARKEL GROUP INC COM 570535104 9,925,197 5,082 SH SOLE 5,082 0 0
MARKETAXESS HLDGS INC COM 57060D108 4,994 44 SH SOLE 44 0 0
MARRIOTT INTL INC NEW CL A 571903202 18,754,819 50,608 SH SOLE 50,608 0 0
MARSH & MCLENNAN COS INC COM 571748102 59,898,033 359,381 SH SOLE 359,381 0 0
MARTIN MARIETTA MATLS INC COM 573284106 4,169,541 7,230 SH SOLE 7,230 0 0
MARVELL TECHNOLOGY INC COM 573874104 77,286,667 259,447 SH SOLE 259,447 0 0
MASCO CORP COM 574599106 4,470,061 54,935 SH SOLE 54,935 0 0
MASTEC INC COM 576323109 12,781,364 30,720 SH SOLE 30,720 0 0
MASTERCARD INCORPORATED CL A 57636Q104 179,622,356 349,732 SH SOLE 349,732 0 0
MCCORMICK & CO INC COM NON VTG 579780206 6,155,979 122,094 SH SOLE 122,094 0 0
MCDONALDS CORP COM 580135101 86,542,450 320,160 SH SOLE 320,160 0 0
MCKESSON CORP COM 58155Q103 60,596,853 80,197 SH SOLE 80,197 0 0
MEDLINE INC COM CL A 58507V107 4,172,752 105,800 SH SOLE 105,800 0 0
MEDTRONIC PLC SHS G5960L103 22,989,137 293,866 SH SOLE 293,866 0 0
MERCADOLIBRE INC COM 58733R102 30,603,942 18,030 SH SOLE 18,030 0 0
MERCK & CO INC COM 58933Y105 160,930,703 1,252,379 SH SOLE 1,252,379 0 0
META PLATFORMS INC CL A 30303M102 393,878,842 699,247 SH SOLE 699,247 0 0
METLIFE INC COM 59156R108 14,287,668 168,865 SH SOLE 168,865 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 7,046,746 5,516 SH SOLE 5,516 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 11,851,713 129,953 SH SOLE 129,953 0 0
MICRON TECHNOLOGY INC COM 595112103 352,158,872 305,087 SH SOLE 305,087 0 0
MICROSOFT CORP COM 594918104 792,129,976 2,123,559 SH SOLE 2,123,559 0 0
MID-AMER APT CMNTYS INC COM 59522J103 3,874,203 27,884 SH SOLE 27,884 0 0
MONDELEZ INTL INC CL A 609207105 37,375,051 646,180 SH SOLE 646,180 0 0
MONGODB INC CL A 60937P106 8,655,135 25,767 SH SOLE 25,767 0 0
MONOLITHIC PWR SYS INC COM 609839105 17,611,267 12,740 SH SOLE 12,740 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 54,874,043 570,891 SH SOLE 570,891 0 0
MOODYS CORP COM 615369105 30,396,821 67,113 SH SOLE 67,113 0 0
MORGAN STANLEY COM NEW 617446448 63,425,871 303,415 SH SOLE 303,415 0 0
MSCI INC COM 55354G100 13,480,163 24,070 SH SOLE 24,070 0 0
NASDAQ INC COM 631103108 11,315,793 143,565 SH SOLE 143,565 0 0
NATERA INC COM 632307104 11,794,503 43,450 SH SOLE 43,450 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108 17,270,015 62,534 SH SOLE 62,534 0 0
NET LEASE OFFICE PROPERTIES COM 64110Y108 11 1 SH SOLE 1 0 0
NETAPP INC COM 64110D104 11,606,382 74,996 SH SOLE 74,996 0 0
NETFLIX INC. COM 64110L106 134,650,761 1,885,865 SH SOLE 1,885,865 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 12,913,658 76,623 SH SOLE 76,623 0 0
NEWS CORP NEW CL A 65249B109 3,036,113 122,276 SH SOLE 122,276 0 0
NEXTERA ENERGY INC COM 65339F101 28,826,652 328,434 SH SOLE 328,434 0 0
NIKE INC CL B 654106103 12,880,875 313,785 SH SOLE 313,785 0 0
NISOURCE INC COM 65473P105 23,444,528 493,050 SH SOLE 493,050 0 0
NORDSON CORP COM 655663102 2,856,401 9,468 SH SOLE 9,468 0 0
NORFOLK SOUTHN CORP COM 655844108 24,548,087 78,032 SH SOLE 78,032 0 0
NORTHERN TR CORP COM 665859104 9,273,495 53,345 SH SOLE 53,345 0 0
NUCOR CORP COM 670346105 27,862,907 125,086 SH SOLE 125,086 0 0
NUTANIX INC CL A 67059N108 76,440 1,500 SH SOLE 1,500 0 0
NVIDIA CORPORATION COM 67066G104 1,312,610,210 6,560,099 SH SOLE 6,560,099 0 0
NVR INC COM 62944T105 5,341,705 784 SH SOLE 784 0 0
NXP SEMICONDUCTORS N V COM N6596X109 18,086,810 64,359 SH SOLE 64,359 0 0
OKTA INC CL A 679295105 8,603,173 63,050 SH SOLE 63,050 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 21,982,301 101,488 SH SOLE 101,488 0 0
OMNICOM GROUP INC COM 681919106 8,240,787 113,151 SH SOLE 113,151 0 0
ON SEMICONDUCTOR CORP COM 682189105 8,973,170 94,914 SH SOLE 94,914 0 0
ORACLE CORP COM 68389X105 69,045,860 471,142 SH SOLE 471,142 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 44,625,341 484,584 SH SOLE 484,584 0 0
OTIS WORLDWIDE CORP COM 68902V107 8,371,759 116,924 SH SOLE 116,924 0 0
PACKAGING CORP AMER COM 695156109 2,299,402 9,650 SH SOLE 9,650 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 66,405,414 569,173 SH SOLE 569,173 0 0
PALO ALTO NETWORKS INC COM 697435105 90,949,352 266,698 SH SOLE 266,698 0 0
PARKER-HANNIFIN CORP COM 701094104 46,265,077 47,300 SH SOLE 47,300 0 0
PAYCHEX INC COM 704326107 14,390,104 146,345 SH SOLE 146,345 0 0
PAYCOM SOFTWARE INC COM 70432V102 13,699 109 SH SOLE 109 0 0
PAYPAL HLDGS INC COM 70450Y103 13,985,571 323,890 SH SOLE 323,890 0 0
PENTAIR PLC SHS G7S00T104 6,748,456 88,031 SH SOLE 88,031 0 0
PEPSICO INC COM 713448108 114,715,484 847,234 SH SOLE 847,234 0 0
PFIZER INC COM 717081103 45,727,221 1,898,971 SH SOLE 1,898,971 0 0
PG&E CORP COM 69331C108 3,552,384 211,200 SH SOLE 211,200 0 0
PINNACLE FINL PARTNERS INC COM 72348N109 4,986,498 49,430 SH SOLE 49,430 0 0
PINTEREST INC CL A 72352L106 83,909 3,990 SH SOLE 3,990 0 0
PNC FINL SVCS GROUP INC COM 693475105 24,359,283 98,933 SH SOLE 98,933 0 0
PPG INDS INC COM 693506107 6,288,887 51,850 SH SOLE 51,850 0 0
PRICE T ROWE GROUP INC COM 74144T108 10,706,984 94,177 SH SOLE 94,177 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,869,409 35,901 SH SOLE 35,901 0 0
PROCTER & GAMBLE CO COM 742718109 171,220,970 1,167,628 SH SOLE 1,167,628 0 0
PROGRESSIVE CORP COM 743315103 79,050,502 361,870 SH SOLE 361,870 0 0
PROLOGIS INC. COM 74340W103 37,759,960 278,733 SH SOLE 278,733 0 0
PRUDENTIAL FINL INC COM 744320102 5,530,441 51,241 SH SOLE 51,241 0 0
PTC INC COM 69370C100 13,479,714 118,649 SH SOLE 118,649 0 0
PUBLIC STORAGE OPER CO COM 74460D109 20,776,730 65,272 SH SOLE 65,272 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 4,898,006 60,350 SH SOLE 60,350 0 0
PULMONX CORP COM 745848101 52,000 40,000 SH SOLE 40,000 0 0
PULTE GROUP INC COM 745867101 8,130,241 59,254 SH SOLE 59,254 0 0
QNITY ELECTRONICS INC COMMON STOCK 74743L100 11,895,011 72,837 SH SOLE 72,837 0 0
QUALCOMM INC COM 747525103 70,590,889 382,006 SH SOLE 382,006 0 0
QUANTA SVCS INC COM 74762E102 29,550,442 41,040 SH SOLE 41,040 0 0
QUEST DIAGNOSTICS INC COM 74834L100 19,842,759 93,620 SH SOLE 93,620 0 0
RAYMOND JAMES FINL INC COM 754730109 7,926,692 52,139 SH SOLE 52,139 0 0
REALTY INCOME CORP COM 756109104 19,626,017 316,753 SH SOLE 316,753 0 0
REDDIT INC CL A 75734B100 6,298,697 36,287 SH SOLE 36,287 0 0
REGENCY CTRS CORP COM 758849103 7,600,019 95,310 SH SOLE 95,310 0 0
REGENERON PHARMACEUTICALS COM 75886F107 26,651,346 42,742 SH SOLE 42,742 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 9,523,057 315,333 SH SOLE 315,333 0 0
RELIANCE INC COM 759509102 1,309,094 3,504 SH SOLE 3,504 0 0
REPUBLIC SVCS INC COM 760759100 42,397,380 198,974 SH SOLE 198,974 0 0
RESMED INC COM 761152107 10,139,216 52,028 SH SOLE 52,028 0 0
REVOLUTION MEDICINES INC COM 76155X100 10,543,864 56,300 SH SOLE 56,300 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 6,894,890 397,400 SH SOLE 397,400 0 0
ROBINHOOD MKTS INC COM CL A 770700102 20,376,896 203,200 SH SOLE 203,200 0 0
ROBLOX CORP CL A 771049103 9,513,781 174,950 SH SOLE 174,950 0 0
ROCKET COS INC COM CL A 77311W101 5,559,530 352,986 SH SOLE 352,986 0 0
ROCKET LAB CORP COM 773121108 16,021,666 157,616 SH SOLE 157,616 0 0
ROCKWELL AUTOMATION INC COM 773903109 20,137,378 40,675 SH SOLE 40,675 0 0
ROLLINS INC COM 775711104 14,378,512 344,478 SH SOLE 344,478 0 0
ROPER TECHNOLOGIES INC COM 776696106 35,435,524 104,718 SH SOLE 104,718 0 0
ROSS STORES INC COM 778296103 27,124,540 127,435 SH SOLE 127,435 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 28,218,255 88,868 SH SOLE 88,868 0 0
ROYAL GOLD INC COM 780287108 1,996,100 10,000 SH SOLE 10,000 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 9,988,871 178,150 SH SOLE 178,150 0 0
RPM INTL INC COM 749685103 4,051,418 36,450 SH SOLE 36,450 0 0
S&P GLOBAL INC COM 78409V104 35,045,945 86,053 SH SOLE 86,053 0 0
SALESFORCE INC COM 79466L302 43,532,524 277,879 SH SOLE 277,879 0 0
SAMSARA INC COM CL A 79589L106 4,442,910 137,000 SH SOLE 137,000 0 0
SBA COMMUNICATIONS CORP CL A 78410G104 9,221,094 52,256 SH SOLE 52,256 0 0
SCHWAB CHARLES CORP COM 808513105 44,355,204 480,711 SH SOLE 480,711 0 0
SEA LTD SPONSORD ADS 81141R100 11,056,195 115,373 SH SOLE 115,373 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 63,138,020 65,428 SH SOLE 65,428 0 0
SEMPRA COM 816851109 6,549,962 70,650 SH SOLE 70,650 0 0
SERVICENOW INC COM 81762P102 38,892,940 391,750 SH SOLE 391,750 0 0
SHERWIN WILLIAMS CO COM 824348106 23,053,258 66,953 SH SOLE 66,953 0 0
SIMON PPTY GROUP INC NEW COM 828806109 22,681,913 101,417 SH SOLE 101,417 0 0
SLB LIMITED COM STK 806857108 2,212,924 47,600 SH SOLE 47,600 0 0
SMUCKER J M CO COM NEW 832696405 11,250 100 SH SOLE 100 0 0
SMURFIT WESTROCK PLC SHS G8267P108 3,779,442 81,700 SH SOLE 81,700 0 0
SNAP INC CL A 83304A106 101,272 22,809 SH SOLE 22,809 0 0
SNAP ON INC COM 833034101 10,872,848 27,020 SH SOLE 27,020 0 0
SNOWFLAKE INC COM SHS 833445109 26,697,050 104,900 SH SOLE 104,900 0 0
SOFI TECHNOLOGIES INC COM 83406F102 7,669,558 427,750 SH SOLE 427,750 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 84,939,050 185,000 SH SOLE 185,000 0 0
SS&C TECH HLDGS COM 78467J100 5,305,710 85,507 SH SOLE 85,507 0 0
STARBUCKS CORP COM 855244109 31,519,995 308,445 SH SOLE 308,445 0 0
STATE STR CORP COM 857477103 9,746,234 57,466 SH SOLE 57,466 0 0
STEEL DYNAMICS INC COM 858119100 29,539,992 128,737 SH SOLE 128,737 0 0
STERIS PLC SHS USD G8473T100 5,551,889 26,366 SH SOLE 26,366 0 0
STRYKER CORPORATION COM 863667101 25,432,775 80,780 SH SOLE 80,780 0 0
SUN CMNTYS INC COM 866674104 8,052,916 67,158 SH SOLE 67,158 0 0
SUPER MICRO COMPUTER INC COM NEW 86800U302 4,590,145 156,500 SH SOLE 156,500 0 0
SYNCHRONY FINANCIAL COM 87165B103 8,780,049 115,451 SH SOLE 115,451 0 0
SYNOPSYS INC COM 871607107 21,044,691 47,178 SH SOLE 47,178 0 0
SYSCO CORP COM 871829107 7,690,530 92,014 SH SOLE 92,014 0 0
T-MOBILE US INC COM 872590104 58,110,730 346,454 SH SOLE 346,454 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 10,541,406 42,169 SH SOLE 42,169 0 0
TAPESTRY INC COM 876030107 8,343,660 57,000 SH SOLE 57,000 0 0
TARGET CORP COM 87612E106 15,340,276 117,451 SH SOLE 117,451 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 18,886,422 93,678 SH SOLE 93,678 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 27,518,295 41,263 SH SOLE 41,263 0 0
TERADYNE INC COM 880770102 34,821,965 71,970 SH SOLE 71,970 0 0
TESLA INC COM 88160R101 142,014,749 337,648 SH SOLE 337,648 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 17,026,834 502,563 SH SOLE 502,563 0 0
TEXAS INSTRS INC COM 882508104 105,436,599 353,731 SH SOLE 353,731 0 0
THE CIGNA GROUP COM 125523100 25,596,061 92,847 SH SOLE 92,847 0 0
THE TRADE DESK INC COM CL A 88339J105 643,377 35,585 SH SOLE 35,585 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 46,755,831 93,258 SH SOLE 93,258 0 0
TJX COS INC NEW COM 872540109 93,614,578 617,918 SH SOLE 617,918 0 0
TOAST INC CL A 888787108 4,209,166 151,300 SH SOLE 151,300 0 0
TRACTOR SUPPLY CO COM 892356106 7,218,144 228,350 SH SOLE 228,350 0 0
TRADEWEB MKTS INC CL A 892672106 9,682,866 97,159 SH SOLE 97,159 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 44,554,597 90,713 SH SOLE 90,713 0 0
TRANSDIGM GROUP INC COM 893641100 14,548,541 10,922 SH SOLE 10,922 0 0
TRANSUNION COM 89400J107 5,216,948 72,317 SH SOLE 72,317 0 0
TRAVELERS COMPANIES INC COM 89417E109 52,212,108 158,161 SH SOLE 158,161 0 0
TRIMBLE INC COM 896239100 4,410,692 86,180 SH SOLE 86,180 0 0
TRUIST FINL CORP COM 89832Q109 20,057,433 402,598 SH SOLE 402,598 0 0
TWILIO INC CL A 90138F102 13,182,836 63,892 SH SOLE 63,892 0 0
TYLER TECHNOLOGIES INC COM 902252105 11,271,409 38,540 SH SOLE 38,540 0 0
TYSON FOODS INC CL A 902494103 8,080,609 141,146 SH SOLE 141,146 0 0
UBER TECHNOLOGIES INC COM 90353T100 47,537,781 658,783 SH SOLE 658,783 0 0
UDR INC COM 902653104 338,202 8,472 SH SOLE 8,472 0 0
ULTA BEAUTY INC COM 90384S303 11,412,051 25,305 SH SOLE 25,305 0 0
UNION PAC CORP COM 907818108 67,231,872 247,176 SH SOLE 247,176 0 0
UNITED AIRLS HLDGS INC COM 910047109 149,589 1,100 SH SOLE 1,100 0 0
UNITED PARCEL SVCS INC CL B 911312106 11,846,716 110,202 SH SOLE 110,202 0 0
UNITED RENTALS INC COM 911363109 19,265,927 17,006 SH SOLE 17,006 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 21,375,193 39,450 SH SOLE 39,450 0 0
UNITEDHEALTH GROUP INC COM 91324P102 107,161,052 257,828 SH SOLE 257,828 0 0
US BANCORP COM NEW 902973304 30,364,227 502,719 SH SOLE 502,719 0 0
VEEVA SYS INC CL A COM 922475108 10,738,533 60,509 SH SOLE 60,509 0 0
VENTAS INC COM 92276F100 14,925,237 168,077 SH SOLE 168,077 0 0
VERALTO CORP COM SHS 92338C103 11,799,850 133,061 SH SOLE 133,061 0 0
VERISIGN INC COM 92343E102 28,091,452 111,669 SH SOLE 111,669 0 0
VERISK ANALYTICS INC COM 92345Y106 13,978,565 77,862 SH SOLE 77,862 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 80,805,383 1,908,488 SH SOLE 1,908,488 0 0
VERSANT MEDIA GROUP INC COM CL A 925283103 148,325 4,119 SH SOLE 4,119 0 0
VERSIGENT LTD ORDINARY SHARES G9600F104 3,247,079 77,293 SH SOLE 77,293 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 73,854,811 148,682 SH SOLE 148,682 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 31,287,590 93,446 SH SOLE 93,446 0 0
VICI PPTYS INC COM 925652109 10,039,432 378,133 SH SOLE 378,133 0 0
VISA INC COM CL A 92826C839 285,975,808 833,530 SH SOLE 833,530 0 0
VISTRA CORP COM 92840M102 6,099,324 38,450 SH SOLE 38,450 0 0
VULCAN MATLS CO COM 929160109 4,437,835 15,043 SH SOLE 15,043 0 0
WABTEC COM 929740108 17,225,553 63,893 SH SOLE 63,893 0 0
WALMART INC COM 931142103 197,799,642 1,746,421 SH SOLE 1,746,421 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 17,048,670 639,485 SH SOLE 639,485 0 0
WASTE CONNECTIONS INC COM 94106B101 25,995,306 155,950 SH SOLE 155,950 0 0
WASTE MGMT INC DEL COM 94106L109 60,789,628 272,746 SH SOLE 272,746 0 0
WATERS CORP COM 941848103 15,421,646 41,120 SH SOLE 41,120 0 0
WATSCO INC COM 942622200 5,175,370 12,419 SH SOLE 12,419 0 0
WEC ENERGY GROUP INC COM 92939U106 5,488,190 47,000 SH SOLE 47,000 0 0
WELLS FARGO & CO COM 949746101 69,775,349 844,329 SH SOLE 844,329 0 0
WELLTOWER INC COM 95040Q104 73,043,485 321,820 SH SOLE 321,820 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 10,626,400 29,600 SH SOLE 29,600 0 0
WESTERN DIGITAL CORP COM 958102105 85,151,596 133,316 SH SOLE 133,316 0 0
WEYERHAEUSER CO COM NEW 962166104 2,605,725 108,844 SH SOLE 108,844 0 0
WILLIAMS COS INC COM 969457100 15,143,058 203,700 SH SOLE 203,700 0 0
WILLIAMS SONOMA INC COM 969904101 12,167,587 52,199 SH SOLE 52,199 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 16,282,828 62,298 SH SOLE 62,298 0 0
WORKDAY INC CL A 98138H101 9,555,738 78,057 SH SOLE 78,057 0 0
WP CAREY INC COM 92936U109 7,156,007 100,084 SH SOLE 100,084 0 0
WW GRAINGER INC COM 384802104 23,930,798 17,591 SH SOLE 17,591 0 0
XCEL ENERGY INC COM 98389B100 5,099,050 63,500 SH SOLE 63,500 0 0
XYLEM INC COM 98419M100 14,615,367 123,639 SH SOLE 123,639 0 0
YUM BRANDS INC COM 988498101 34,582,514 216,330 SH SOLE 216,330 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 333,797 10,590 SH SOLE 10,590 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 2,380,131 27,647 SH SOLE 27,647 0 0
ZOETIS INC CL A 98978V103 21,019,841 292,511 SH SOLE 292,511 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101 11,854,679 137,350 SH SOLE 137,350 0 0
ZSCALER INC COM 98980G102 6,258,591 44,340 SH SOLE 44,340 0 0